Jason Yeager
JD Yeager & · Parker, Colorado
Jason Yeager is a fee-only financial advisor at JD Yeager & in Parker, Colorado. Jason focuses on estate & legacy planning. JD Yeager & reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | JD Yeager & |
|---|---|
| Based in | Parker, Colorado |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $22.8M across 52 accounts |
| SEC registration | Investment adviser representative in CO · CRD 2413852 |
| Exams passed | Series 63 (1993) · Series 66 (2004) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.jdyeageradvisors.com |
How Jason's firm compares
- JD Yeager &'s average account is about $439,000, from its Form ADV (assets managed divided by 52 accounts).
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Questions about Jason
Is Jason Yeager a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jason holds no broker registration, and JD Yeager & reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jason charge for financial advice?
Jason's firm, JD Yeager &, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Jason Yeager based?
Jason Yeager is based in Parker, Colorado.
What does Jason specialize in?
Jason's specialties include estate & legacy planning.
Is Jason Yeager registered with the SEC?
Yes. Jason Yeager is registered as an investment adviser representative in CO (CRD 2413852), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does JD Yeager & manage?
JD Yeager & reports $22.8M across 52 accounts in assets under management.
How do I contact Jason Yeager?
Through Jason's website, www.jdyeageradvisors.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- JD Yeager & website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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